A board member from the Cedarburg Education Foundation, a local nonprofit, contacted Paul to facilitate a process that would create a strategic plan for the organization.  To achieve the planning objectives, Paul first engaged the organization’s board with an online survey to solicit feedback on updating the organization’s mission statement and seek input for creating a vision statement.   Then, Paul facilitated two strategic planning sessions attended by 11 board members.  The planning process included updating their mission statement, creating a vision statement, identifying and prioritizing goals, and developing actions steps to ensure their success. 

From evaluation (N=9), 100% of participants agreed that updating the mission statement helped clarify their role as an organization and creating a vision statement assisted them in understanding the general direction for their organization’s future.  89% agreed that identifying and prioritizing goals increased their ability to identify issues and set priorities.  100% agreed that creating action plans increased their ability to identify their next steps for future implementation.  Participants evaluated Paul’s facilitation as a 4.8 on a 5-point Likert Scale (1=poor and 5=excellent).  One participant commented “Really great job driving the conversation, asking great questions, and pushing thoughtfulness.  Thank you for your help!”  Another commented “Paul shows his great experience in facilitating strategy discussions.  This was awesome!”